GAM
TIP icon

Gould Asset Management’s iShares TIPS Bond ETF TIP Stock Holding History

Gould Asset Management’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.13M Buy
10,241
+1,350
+15% +$149K 0.2% 63
2025
Q4 		$977K Buy
8,891
+629
+8% +$69.8K 0.17% 66
2025
Q3 		$919K Buy
8,262
+90
+1% +$9.94K 0.17% 73
2025
Q2 		$899K Buy
8,172
+575
+8% +$62.7K 0.18% 68
2025
Q1 		$844K Sell
7,597
-50
-0.7% -$5.43K 0.17% 70
2024
Q4 		$815K Sell
7,647
-785
-9% -$85K 0.17% 72
2024
Q3 		$932K Buy
8,432
+165
+2% +$17.9K 0.2% 63
2024
Q2 		$883K Buy
8,267
+355
+4% +$37.7K 0.2% 61
2024
Q1 		$850K Buy
7,912
+1,750
+28% +$187K 0.21% 58
2023
Q4 		$662K Buy
6,162
+231
+4% +$24.2K 0.17% 68
2023
Q3 		$615K Sell
5,931
-405
-6% -$42.9K 0.17% 61
2023
Q2 		$682K Buy
6,336
+20
+0.3% +$2.18K 0.19% 60
2023
Q1 		$696K Buy
6,316
+80
+1% +$8.66K 0.2% 56
2022
Q4 		$664K Buy
6,236
+601
+11% +$64.2K 0.2% 59
2022
Q3 		$591K Buy
5,635
+100
+2% +$11.3K 0.2% 56
2022
Q2 		$631K Sell
5,535
-50
-0.9% -$5.93K 0.2% 59
2022
Q1 		$696K Buy
5,585
+170
+3% +$21.4K 0.2% 51
2021
Q4 		$700K Buy
5,415
+3,555
+191% +$458K 0.2% 54
2021
Q3 		$238K Buy
+1,860
New +$240K 0.07% 116
2015
Q2 		– Sell
-13,801
Closed -$1.57M – 121
2015
Q1 		$1.57M Buy
13,801
+534
+4% +$60.5K 0.77% 19
2014
Q4 		$1.49M Buy
13,267
+1,377
+12% +$155K 0.73% 19
2014
Q3 		$1.33M Buy
+11,890
New +$1.36M 0.64% 22
2013
Q4 		– Sell
-8,725
Closed -$982K – 88
2013
Q3 		$982K Sell
8,725
-23,616
-73% -$2.63M 0.62% 22
2013
Q2 		$3.62M Buy
+32,341
New +$3.83M 2.26% 9

Other funds holding TIP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gould Asset Management's TIP Position: Q1 2026 in Review

Gould Asset Management increased its iShares TIPS Bond ETF (TIP) stake by 15% in Q1 2026, buying an estimated $149K and bringing the position to 10,241 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #63.

Gould Asset Management first reported a position in TIP in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.62M in Q2 2013. 1,011 funds tracked by Wall St. Rank hold TIP as of Q1 2026.

  • Gould Asset Management held 10,241 shares of iShares TIPS Bond ETF worth $1.13M as of Q1 2026.
  • Gould Asset Management bought 1,350 iShares TIPS Bond ETF shares in Q1 2026, an estimated $149K.
  • iShares TIPS Bond ETF made up 0.2% of Gould Asset Management's portfolio in Q1 2026, its #63 holding.
  • Gould Asset Management first reported a position in iShares TIPS Bond ETF in Q2 2013 and has held it in 24 quarters since.
  • Gould Asset Management's iShares TIPS Bond ETF position peaked at $3.62M in Q2 2013.
  • 1,011 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q1 2026.

Based on Gould Asset Management's 13F filing for Q1 2026, filed 6 May 2026.